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Tortoise Investment Management’s BJs Wholesale Club BJ Stock Holding History

Tortoise Investment Management’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8
Closed -$746 – 374
2025
Q3 		$746 Buy
8
+3
+60% +$307 ﹤0.01% 1113
2025
Q2 		$539 Buy
5
+3
+150% +$342 ﹤0.01% 1088
2025
Q1 		$228 Sell
2
-527
-100% -$54.3K ﹤0.01% 797
2024
Q4 		$47.3K Buy
529
+233
+79% +$21.1K 0.01% 427
2024
Q3 		$24.4K Buy
296
+35
+13% +$2.96K ﹤0.01% 529
2024
Q2 		$22.9K Buy
261
+245
+1,531% +$19.8K ﹤0.01% 511
2024
Q1 		$1.21K Buy
16
+14
+700% +$976 ﹤0.01% 805
2023
Q4 		$133 Hold
2
– – ﹤0.01% 771
2023
Q3 		$143 Hold
2
– – ﹤0.01% 783
2023
Q2 		$126 Hold
2
– – ﹤0.01% 757
2023
Q1 		$152 Hold
2
– – ﹤0.01% 755
2022
Q4 		$132 Buy
+2
New +$145 ﹤0.01% 753

Other funds holding BJ

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Tortoise Investment Management's BJ Position: Q4 2025 in Review

Tortoise Investment Management sold out of BJs Wholesale Club (BJ) in Q4 2025, closing a stake of 8 shares — an estimated $746 sold.

Tortoise Investment Management first reported a position in BJ in Q4 2022 and held it in 12 quarters. The position peaked at $47.3K in Q4 2024. 625 funds tracked by Wall St. Rank hold BJ as of Q4 2025.

  • Tortoise Investment Management reported no remaining BJs Wholesale Club position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 8 BJs Wholesale Club shares in Q4 2025, an estimated $746.
  • Tortoise Investment Management first reported a position in BJs Wholesale Club in Q4 2022 and held it in 12 quarters.
  • Tortoise Investment Management's BJs Wholesale Club position peaked at $47.3K in Q4 2024.
  • 625 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.